Professional Services Perspectives
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Headlines
LRT Company Fully Subscribes $17 Million All-Cash DST Offering Near Hilton Head Island
The all-cash DST will support the development of a 154-unit assisted living and memory care community.
iCapital® and Boreal Capital Management Entities Announce Global Partnership to Expand Access to Alternative Investments
Boreal Capital Management Entities appoint iCapital as a strategic global partner for alternative investments, enhancing cross-border client solutions.
Top-Tier Performance: ExchangeRight’s Essential Income REIT Continues Consistent Coverage of Distributions From Operations
In Q1 2025, the Essential Income REIT experienced one of the five lowest redemption rates, with redemptions totaling 1.51% of weighted average shares outstanding.
Blue Vault has tracked performance data for interval funds going back to 2000. Based on the funds we have covered over the years, how much gross capital has the interval fund industry raised through the first quarter of this year?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Recent News
Investor Relations and New Investment Processing
Investor Relations and New Investment Processing June 22, 2023 | David Fisher | Phoenix American New investment processing is all about efficiency and accuracy and an...
The World’s Empty Office Buildings Have Become a Debt Time Bomb
The World’s Empty Office Buildings Have Become a Debt Time Bomb June 23, 2023 | Natalie Wong, John Gittelsohn, Jack Sidders and Shawna Kwan | Bloomberg In New York and...
Silicon Valley, Calif., Office Vacancy Surging
Silicon Valley, Calif., Office Vacancy Surging June 26, 2023 | S&P Global Market Intelligence Vacant office space is piling up in California’s Silicon Valley as...
Using Your CRM To Help Build Advisor Relationships
Using Your CRM To Help Build Advisor Relationships June 26, 2023 | Marketing Intent It’s time to ditch the Excel spreadsheet. Let’s talk about CRM systems, why they’re...
What is Document Custody for Private Investments?
What is Document Custody for Private Investments? April 28, 2023 | Pete Bergman | UMB Document custody for private investments is the practice of securely storing and...
Understanding Fund Custody: Private Versus Publicly Offered Fund Vehicles
Understanding Fund Custody: Private Versus Publicly Offered Fund Vehicles May 12, 2023 | Amy Small | UMB When managers of private funds decide to launch a strategy as a...
More articles…
Sean Raft: 506(c) Selling Agreement
In this video clip from the panel webinar 506(c) Best Practices, Sean Raft (Urban Catalyst) outlines some of the key…
Sean Raft: 506(c)Third Party Services
In this video clip from the panel webinar, 506(c) Best Practices, Sean Raft (Urban Catalyst) discusses the legality of…
Louis Rogers: 506(c) Stocks & Mutual Funds vs. Reg D
In this clip from Alts Week 2022, Louis Rogers (Capital Square) gives his thoughts on what is required for 506(c) vs. Reg D…
Update on Bluerock’s Interval Fund
In this video clip from Alts Week 2022, Josh Hoffman (President, BVEX Managing Director, Marketing and Due…
ExchangeRight’s 2021 Performance Update
In this video clip from Alts Week 2022, Warren Thomas (Managing Partner for Exchange Right) gives a 2021 performance update…











